LaDonna K. Giachino

First Vice President, Financial Advisor, Financial Planning Specialist, Investment Management Consultant

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LaDonna K. Giachino


Our mission is to provide highly personalized, comprehensive wealth management strategies to help our clients grow and preserve their wealth and values.

My Story and Services


LaDonna employs a comprehensive, client-focused approach to financial planning.  Such discipline ensures that recommended programs encompass each client’s financial goals, time horizons and risk tolerance.  In recognition of her extraordinary efforts, LaDonna has earned a position on Morgan Stanley’s Century Council. She works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning and college and succession planning.  Whether it is consulting with Corporate Retirement Accounts, high net worth individuals, or Individual Retirement Accounts, helping people is truly her passion.  In addition to developing a custom financial strategy for each client, she conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions may warrant.

An investment professional since 1988, LaDonna is a native of Newkirk, OK and has built a solid record of accomplishments and a reputation for excellence among her clients and colleagues.  She is an Investment Management Specialist, Financial Consultant and Financial Advisor.  She holds a Bachelors degree in Business Administration from Central State University, as well as the Series 3, 7 and 63 FINRA securities registrations.

LaDonna and her husband Phil reside in Edmond, OK with their three children John, Lianna and Lauryn. She is an Alum of the Oklahoma City chapter of the American Business Club, a Sustainer of Junior Hospitality and an Alum of Sigma Kappa sorority. 

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Certificates of Deposit
  • Commodities
  • Estate Planning Strategies
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
  • Wealth Management

Securities Agent: AK, AR, CA, CO, FL, IL, IN, KS, KY, MO, MT, NC, ND, NE, NM, OH, OK, OR, TX, VA, VI, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1778290

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 6305 Waterford Blvd, Suite 240
  • Oklahoma City, OK 73118



    • Bachelor of Business Administration, 1986
      Minor in Finance
      Central State University
      Edmond, OK
    • Series 3 - Commodities Broker, 1990
    • Series 63 - Uniform State Exam, 1988
    • Series 7 - NYSE/NASD General Securities, 1988
    • Consulting Group Associate
    • NMLS #1778290



    1988 - Present: Morgan Stanley*

    First Vice President
    Oklahoma City, OK



    • American Business Club-Alum
    • Sigma Kappa-Alum
    • Junior Hospitality-Sustainer
    • St. John The Baptist Catholic Church- Member


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact LaDonna K. Giachino today.

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